Plan5500

Kelly Grotte — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Kelly Grotte (EIN 62-1612296) is a plan sponsor located in Thompson, ND with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
62-1612296
Location
Thompson, ND
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Kelly Grotte

  • 2 loaded plans hold $2.6M in reported assets.
  • The largest, Kelly Grotte Psp 2023, holds 62% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,650,000
Total reported assets$2.6M$2,650,000
Total reported participants4
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$17K
Total income / additions$356.4K
Expenses & distributions
Benefits paid / distributions$0
Total expenses$0
Net increase / (decrease)$356.4K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets62%Kelly Grotte Psp 2023
Participants per plan2Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Kelly Grotte Psp 2023$1.6M
    Plan #001 · 2 participants · 2023
  2. 2
    Kelly Grotte Money Purchase Plan$1M
    Plan #002 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Kelly Grotte. Open one for its full reported snapshot.

  1. 2023
    Kelly Grotte Money Purchase Plan2 participants · 2Sch I
    View filing →
  2. 2023
    Kelly Grotte Psp 20232 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Kelly Grotte report on Form 5500?
Kelly Grotte (EIN 62-1612296) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Kelly Grotte?
The Employer Identification Number (EIN) reported for Kelly Grotte is 62-1612296.
What is the latest Form 5500 filing year for Kelly Grotte?
The latest loaded Form 5500 filing year for Kelly Grotte is 2023.

Related Form 5500 pages